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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Guys, since joining in January, I have transformed my portfolio into the 5i model, thanks for the guidance. I just found some extra money, do I;
1) increase my half positions in PKI, DSG or Ciniplex
2) buy a full position in QST, DHX or.................
3) hold cash
I am long term investor, 5 years +
Good Luck Peter with the ride, be safe and enjoy the journey!
Jim
Read Answer Asked by jim on September 02, 2014
Q: Rogers & Shaw just announced Shomi to compete with Netflix. I wonder would ESP or NLN benefit from this product launch?
Read Answer Asked by David on September 02, 2014
Q: VII.US/AVO
Are VII and AVO in direct competition? As per a quote from VII's statement, "highly regarded brands within the security industry allows us to bring a compelling and completely proprietary video solution to our customers”, does one have better security solutions or do they each have specialized niches? I would appreciate your opinion and if possible a brief evaluation/comparison of VII. I'm also considering owning both for a combined full position. Reasonable? Thank you.
Read Answer Asked by Gayle on September 02, 2014
Q: Thank you to Dennis. I have registered for the three day money show in Toronto.
Helen
Read Answer Asked by Helen on September 02, 2014
Q: Hi Peter and Team,

I am currently an owner of American Tower (AMT.US). I bought this sub $60 based on people I know in the business who believe the demand for Tower Space will be strong over the next foreseeable future. There are a lot of naysayers out there on this company but I cannot find anything in their financials or results that would cause me concern. Am I missing something. I like both the growth and yield on this one.

thanks for all you do!
Read Answer Asked by kelly on September 02, 2014
Q: Hello Peter and 5i Team,
I have a general investment question regarding interest rates and how they affect the market sectors.
I have done done a significant amount of reading and some research on the topic ( not to mention office debates) but find conflicting information.
I know this is a complex topic but I'm sure some of the members would like to read your perspectives on the affects of increased interest rates on the market sectors such as the Financials and 'Life' insurances companies.
Thanks,
Paul
Read Answer Asked by Paul on September 02, 2014
Q: Hi Peter and Team, I have recently heard a number of analysts/portfolio managers comment on Surge Energy as having an unsustainable model due to their strategy of acquiring assets past their prime , with high decline rates. The preferred model would be one such as Crescent Point Energy which owns assets where future production has more upside. Could I please have your thoughts.

Thanks, David
Read Answer Asked by david on September 02, 2014
Q: QHR Corp/Technologies
Hi Peter and Team,
QHR has been continually growing, just had great Q2 results, has had insider buying more than 200,000 shares in the past week (as shown in Can. Insider - marker tab)and stock is still declining and trading sideways for some time now. Stock should be continually going up, am I missing something? Would be great to get your opinion on the Q2 results, and you overall opinion of this company and perhaps why stock hasn't moved up.
Thanks,
Brenda
Read Answer Asked by Brenda on September 02, 2014
Q: I currently have equal weights of CCL, DHX, SYZ, SGY and STN in my TFSA. I was considering adding PRW as my final position. What are your thoughts?
Read Answer Asked by Marty on September 02, 2014
Q: Hi Peter, i am planning to open a TFSA account for my 18 year old son this month. Any recommendations on what to buy? Total investment amount witll be $5500.

Thanks.
Read Answer Asked by Vineet on September 02, 2014
Q: What do you think of Warren Buffet's investment into Tim Hortons & Burger King. Is this a good time to get into BRK.B? Or, should I wait for a possible market pullback to make the stock 5%-10% cheaper? Is there is discount or premium to NAV on this stock?
Read Answer Asked by RANDY on September 02, 2014
Q: Hello 5i,
I’m looking to better my portfolio incrementally, in the financial sector, I have three companies which I like, Mercury General Corp (MCY), Oritani Financial Corp (ORIT) and Old Republic International Corp (ORI). I have cash to buy one of these companies and will sell Australia and New Zealand Banking Group Ltd (ANZBY) to buy the other. Does this make sense from a long term perspective? I was looking at the Beta of ANZBY and thought I could do without that.
Thanks,
Read Answer Asked by Mark on September 02, 2014
Q: Hi Peter and gang. What can you tell me about TIL Capital (TIL)
Earning per share first quarter of 0.69 seems to bode well for a stock priced in the $9.00 range. Your insight is much appreciated.
Guy R
Read Answer Asked by Guy R. on September 02, 2014
Q: Hi Guys,

Can you suggest a Technology ETF. I would assume to hold Google, Amazon, and those types it would have to be American.

Thanks,
Charlie
Read Answer Asked by Charlie on September 02, 2014
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